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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Management, LLC financial advisors in Florida

Every SEC-registered investment adviser representative at a Legacy Wealth Management, LLC office in Florida, by city and A to Z.

4 registered advisors work at Legacy Wealth Management, LLC in Florida, out of 49 nationwide; it's the firm's number 4 state by advisors, and the most are in Boynton Beach (1). 1 list the CFP designation and 0 are also registered broker representatives.

Legacy Wealth Management, LLC advisors by city in Florida

Every firm in Florida →

Boynton Beach 1Deland 1Orlando 1Saint Cloud 1

Legacy Wealth Management, LLC advisors in Florida, A to Z

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Legacy Wealth Management, LLC advisors in every state →Legacy Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Legacy Wealth Management, LLC in other states

Idaho 22California 11Texas 5Utah 3

Questions

How many Legacy Wealth Management, LLC financial advisors are in Florida?

4 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 49 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Legacy Wealth Management, LLC have the most advisors?

Boynton Beach, with 1, then Deland (1). Legacy Wealth Management, LLC has advisors in 4 cities in Florida.

How do I check a Legacy Wealth Management, LLC advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Legacy Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.